Entry-Level Engagement Representative | Client Services
New
J
JobgetherInsurance
Based in United StatesFull-TimeEntry
SalaryCommission-based compensation with weekly pay
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Job Details
- Required Skills
- Customer serviceAccount Management
Requirements
- No previous insurance experience is required; entry-level applicants, recent graduates, and career changers are welcome.
- Strong verbal communication, active listening, interpersonal, and relationship-building abilities.
- Customer-focused mindset with a professional, dependable, and ethical approach to client interactions.
- Strong organization, attention to detail, time management, accountability, and follow-through.
- Ability to work independently from a home environment while collaborating effectively with a virtual team.
- Comfortable learning and using Zoom, web-based applications, digital business systems, and other technology.
- Coachability, willingness to learn, and openness to structured training and feedback.
- Goal-oriented mindset and motivation to develop professionally and financially through performance.
- Access to a reliable computer or laptop, high-speed internet, webcam, microphone, and quiet professional home workspace.
- Willingness to complete required training and obtain the appropriate state Life & Health Insurance License before performing activities requiring licensure.
Responsibilities
- Conduct scheduled client consultations through Zoom and phone while delivering a professional, welcoming, and informative experience.
- Connect with individuals and families who have requested information about available benefits and understand their needs, questions, and priorities.
- Provide clear, personalized information about applicable benefits and, once properly licensed, explain life, accident, and supplemental health insurance options.
- Help clients evaluate available coverage based on their individual and family protection needs and guide eligible clients through applications and enrollment.
- Assist with required documentation and help clients understand the coverage they select.
- Support existing policyholders with applicable policy reviews, coverage questions, beneficiary information, service needs, and follow-up requests.
- Maintain accurate digital records and documentation while ensuring timely and dependable communication.
- Build long-term relationships through active listening, professionalism, responsiveness, and consistent client service.
- Participate in virtual onboarding, coaching, mentorship, and professional development programs.
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